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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,227 | $203,436-37.0% | $152,466-15.9% | $167,518-23.5% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.2%+15.1pp | 82.1%+11.2pp |
| Annual return | 15.97% | 13.80%+2.2pp | 757.33%-741.4pp | 478.71%-462.7pp |
| Employer contribution / active EE | $6,667 | $5,220+27.7% | $4,327+54.1% | $4,838+37.8% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,396 | $22,506-67.1% | $15,805-53.2% | $12,312-39.9% |